Personal Banker

First National Bank Texas•Hurst, TX

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, handling cash receipts and payments and assessing customer relationships to recommend products and services that support customers’ financial success. The role follows established bank policies and supervisory direction and is accountable for meeting monthly new-account production goals assigned by upper management. It may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The position processes deposits and withdrawals, verifies cash and checks, checks endorsements and identification, enters transactions into a computer, issues receipts, and balances daily operations. It also sells and prepares money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit; processes Western Union wires and cash advances; and cross-sells bank products and services. Approval limits are based on established authority levels. Regular, predictable attendance and punctuality are required, along with other related duties requested by supervisors. The work may require extended periods of standing or walking, and takes place in a high-volume, stressful, and noisy environment. Schedules are based on business needs and may change at any time. The employee operates a computer and other office machinery and must be able to lift up to 50 pounds.

Requirements

At least 18 years of age.
High school diploma, high school equivalency, or currently attending high school.
Must be able to work a flexible schedule, including evenings, weekends, and holidays.
Must successfully pass a background investigation according to company policy.
Must be able to work effectively with co-workers in a team environment.
Must be able to stand or walk for extended periods, depending on branch location.
Must be able to work in a high-volume, stressful, and noisy environment.
Must be able to operate a computer and other office machinery.
Must be able to lift up to 50 pounds.

Nice To Haves

Six months of work experience in a retail or customer service environment is preferred.

Responsibilities

Provide exceptional customer service while handling cash receipts and payments in a high-volume sales environment.
Evaluate new and existing customer relationships and recommend appropriate bank products and services.
Follow established bank policies and supervisory direction.
Meet monthly new-account production goals assigned by upper management.
Participate in an active sales environment, which may include in-store aisle prospecting.
Process deposits and pay out funds according to bank procedures, accurately record transactions, and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash and identification to guard against counterfeit checks and fraudulent identification.
Enter transactions into a computer and issue customer receipts.
Sell and prepare money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit.
Process Western Union wires and cash advances.
Cross-sell bank products and services.
Provide bank services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular, predictable attendance and punctuality.